D
Doc and Tell
Finance

Document Intelligence Built for Finance Teams

Extract revenue figures, risk factors, and key metrics from 200-page annual reports in seconds. Every number links back to the source page — essential for audit trails and investment memos.

The Problem

200+

pages per 10-K filing

that analysts must review to extract key financial metrics, risk factors, and forward-looking statements

$50B+

in compliance fines globally

issued each year — making accurate, traceable document analysis a regulatory necessity

45min

per report for manual extraction

to pull revenue, margin, and debt ratio data from a single earnings filing

How Doc and Tell Helps

Financial Metric Extraction

Pull revenue, EBITDA, debt-to-equity ratios, and custom KPIs from annual reports, balance sheets, and investor presentations automatically.

Risk Factor Analysis

Identify and summarize all risk disclosures, material weaknesses, and going-concern warnings with direct page references.

Multi-Period Comparison

Upload quarterly or annual filings into a collection and compare metrics across periods — revenue growth, margin changes, and covenant compliance.

Audit-Ready Citation Trail

Every extracted data point links to the exact page and table in the source filing. Export citation logs for compliance and audit documentation.

Free Tools for Finance

Frequently Asked Questions

Can Doc and Tell extract data from financial tables and charts?
Doc and Tell processes the text layer of PDFs, including table data. It can extract numbers from structured tables in 10-K filings, balance sheets, and income statements. For best results, ensure your PDFs have a searchable text layer.
How does Doc and Tell handle multi-year financial comparisons?
Upload filings from multiple periods into a single collection. Ask questions like "What was the YoY revenue growth from 2023 to 2024?" and Doc and Tell will pull the figures from each filing with page citations.
Is Doc and Tell suitable for SEC compliance workflows?
Doc and Tell provides verifiable, page-level citations for every extracted metric — exactly what audit and compliance teams need. However, it is an analysis tool, not a compliance certification system. Always verify critical findings against the source.
Can my entire investment team access the same document collections?
Yes. Create a team workspace and invite members with appropriate roles — admins, analysts, or viewers. All team members can query the same document collections while maintaining access controls.

Ready to Transform Your Finance Workflow?

Free to try. No credit card required. Upload your first document in under a minute.